Zoho's CRM plans cover a great mix of features, from the basic to more sophisticated, making it a great choice for small, medium, and even larger businesses that want to accelerate productivity in their sales pipeline.
Though the default list view, including multiple filters, feels a bit clunky, Zoho CRM also includes a Kanban view segmented by pipeline stages, and a customizable Canvas view.
Through automation, you can remove manual work by creating rules, such as assigning sales reps based on account characteristics, and setting tasks triggered by pipeline changes. Automation setup comes with a learning curve, but the streamlined process can help generate more business.
For more advanced marketing functionality, you can integrate with Zoho Campaigns, a separate product in the Zoho suite. Generating new leads is also a key strength—Zoho CRM enables you to gather data from web forms and scrape social media sites.
Zoho CRM makes dashboards and reports highly customizable, which can support pipeline decision-making. For example, you can select chart types and metrics to visualize a customer segment, or export a list of deals based on chosen filters. Over the past year, Zoho CRM has seen improvements primarily across its workflow automation, email, and social media integrations, as well as the Zia Intelligent Assistant functionalities. Based on prospect interactions with calls and emails, you can now automate tasks or follow-ups.
Social media account updates can also trigger actions, including sending email campaigns. Workflows have been more closely integrated with Zia. For example, you can decide to automatically follow Zia recommendations without any manual oversight. User interface elements, such as buttons, have a more modern feel, and Kanban board elements have been rearranged for more clarity and ease of use.
Overall, Zoho CRM is good at releasing marginal improvements across usability and functionality; however, its overwhelming list of features needs clearer categorization. The free plan, for up to three users, has the core CRM with contact and deal management, but with limited automation, customization, and support options. You can customize almost every aspect of Zoho CRM, though there can be limits depending on your plan. For example, Canvas, which is a customization tool that re-styles page interface, deal boards, and more, includes only one design for Standard plans, three for Professional, and five for Enterprise.
In the contact and deal modules, data can be filtered by deal stage, country, and other variables, and you can even go so far as formatting the text in which results are displayed. A variety of external integrations, including with other Zoho products, also contributes to a personalized experience.
Adding tools such as Zoom and Mailchimp is only three clicks away via the Marketplace module, and can enrich your customer data and communication. The first paid level of Zoho gives you more perks than the free version. However, that price is per user. This is easy to overlook but makes a huge difference in your total cost per month. With this level of Zoho, you get everything that the free plan offers as well as scoring rules, email insights, and much more room for customization across the entire platform.
This is key to making Zoho fit your specific needs rather than the general needs offered in the Free Edition. Level up to the Professional plan and you get some key features that can add a lot of value to your company.
This plan gives you everything that the Standard plan does, but also includes inventory management, Google Ads integrations, and the ability to use Zoho for process management. This plan is geared towards businesses that are on the larger side of small-to-medium. It includes everything that the Professional level does plus a number of additional features. One is multi-user portals for customers, vendors, and partners.
If you want to get more customization options, Enterprise is the way to go. At this level, you can customize page layouts, modules, buttons, web tabs, and more.
You also get the ability to build and distribute custom apps. If you want to get the most of out Zoho, the Ultimate plan is what you need. This plan includes everything that the Professional plan does and more. At this level, you also get Zoho Analytics which opens up a whole new world of options and information. Zoho Analytics is a self-service BI and data analytics software tool that helps you to visualize your data and analyze it in a unique way.
Zoho Ultimate offers greater storage space and much more advanced customizations, as well as data enrichment. You also get a free day trial when you opt for this level of Zoho. Zoho is one of the best options for customer relationship management software in the market. The lower tiers of the pricing plans are ideal for small to medium-sized businesses, and the upper tiers such as Ultimate work well for larger companies that have more needs and a bigger budget.
It works for a variety of companies in a variety of industries. In addition to that, Zoho is user-friendly, thanks in part to the design that highlights the most important features on the main screen. Pricing is another benefit of Zoho—it is priced lower than other CRM competitors, thus is more accessible for small to medium-sized businesses.
If you find that Zoho is not the best fit for your company, check out the other CRM software options that made our top list. Do you know the best-kept secret to selling over the phone? Not wasting money, like loose change sitting in-between your couch cushions. Looking for a customer management tool that integrates into your Gmail inbox? We went on a quest to find the best Gmail CRM tool to…. When done well, it can be an effective sales and marketing….
Telemarketers wear a lot of hats, from managing campaigns and following up with promising leads to keeping track of client calls, dialing hundreds of numbers….
I love how perfectly tailored this software is to small-to-medium teams. Everything is organized in an appealing, intuitive way. The built-in telephony features are fantastic for keeping every contact updated after every touch point. And, you can deploy simple automations to do the same for manual actions, triggers, or one-click workflows.
Bigin Free only allows one user and one pipeline, a maximum of contacts, and limits on how you build those automations. Get started with Bigin today by trying out the free plan. This simple yet mighty software can do a lot to improve your contact management and, by extension, your sales. This simple software can be added directly to your existing Gmail account.
Instead of bouncing back and forth between a spreadsheet and your email account, Streak allows you to organize your contacts, tasks, and pipelines from a single source of truth. This contact management software is commonly used for sales, business development, fundraising, real estate, hiring, support, and more. You can use Streak to automatically improve the information associated with each contact, including their names, companies, and other details—directly alongside your emails.
Streak also provides you with a detailed timeline of all communication with emails, call logs, files, notes, tasks, and everything else you need to manage your contact list. Try any paid plan free for 14 days.
Pipedrive is a contact management solution built for selling. Its features help sales teams track performance, predict revenue, and prioritize deals. The software makes it easy to manage the full history of calls and emails for each contact.
Everything is organized in a visual timeline, so you can quickly check on the last conversations before following up with a lead. As a sales CRM, Pipedrive has extra features, in addition to basic contact management. You can automate repetitive tasks and get valuable insights with custom reports. Pipedrive offers two-way email sync, so you can send and receive messages directly from Pipedrive.
Use the software to customize templates, and send batch emails to groups of people, such as lead segments. Get real-time notifications whenever an email is opened, or a link is clicked. This gives you the ability to follow up with leads at the perfect time. Another cool feature of the Pipedrive contact management solution is the contact map tool. This allows you to filter contacts by city, state, and country, using Google Maps integration. All of the rates above are based on an annual contract.
The Enterprise plan has a ten-user minimum. Try Pipedrive free for 14 days. Maximizer CRM is an all-in-one solution for contact management and customer relationship management. The software allows you to personalize the way you communicate with customers.
Use this tool to organize communications, simplify your data, and respond to leads at the perfect time. With Maximizer CRM, every contact, document, and interaction can be managed with a shared address book. Keep all of your sales, marketing, and support teams on the same page by showing a complete history of every interaction. One of my favorite tools within Maximizer CRM is the ability to track connections between your contacts.
The price points are definitely higher compared to other comparable software. But Maximizer CRM is much more than just a basic contact management solution.
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